SWM
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Scissortail Wealth Management’s Salesforce CRM Stock Holding History

Scissortail Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Buy
1,313
+69
+6% +$12.1K 0.04% 106
2026
Q1 		$232K Hold
1,244
– – 0.05% 109
2025
Q4 		$330K Buy
1,244
+10
+0.8% +$2.48K 0.08% 89
2025
Q3 		$292K Sell
1,234
-135
-10% -$34K 0.06% 94
2025
Q2 		$373K Buy
1,369
+37
+3% +$9.89K 0.09% 82
2025
Q1 		$357K Buy
1,332
+100
+8% +$31.1K 0.09% 83
2024
Q4 		$412K Buy
1,232
+1,220
+10,167% +$389K 0.11% 91
2024
Q3 		$365K Sell
12
-1,257
-99% -$322K 0.09% 94
2024
Q2 		$326K Buy
1,269
+310
+32% +$83K 0.08% 93
2024
Q1 		$289K Sell
959
-2,440
-72% -$704K 0.08% 97
2023
Q4 		$978K Buy
+3,399
New +$769K 0.31% 66
2023
Q1 		– Sell
-3,246
Closed -$542K – 59
2022
Q4 		$542K Buy
+3,246
New +$474K 0.31% 68

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Scissortail Wealth Management's CRM Position: Q2 2026 in Review

Scissortail Wealth Management increased its Salesforce (CRM) stake by 5.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 1,313 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #106.

Scissortail Wealth Management first reported a position in CRM in Q4 2022 and has held it in 12 quarters since. The position peaked at $978K in Q4 2023. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Scissortail Wealth Management held 1,313 shares of Salesforce worth $206K as of Q2 2026.
  • Scissortail Wealth Management bought 69 Salesforce shares in Q2 2026, an estimated $12.1K.
  • Salesforce made up 0.04% of Scissortail Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Scissortail Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 12 quarters since.
  • Scissortail Wealth Management's Salesforce position peaked at $978K in Q4 2023.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.